Sample Customer Reports Workbook

How To

How to use this workbook

This workbook contains several examples of PivotTable reports, including the source data from which the reports were made. You can follow the steps in the article 25 Easy PivotTable Reports to create these reports, and try out the commands on the PivotTable toolbar and menu to learn about the ways you can customize a PivotTable report.

This workbook is set to print on most printers. Click Print on the File menu, click Entire Workbook under Print what, and then click OK. Because the Source Data list and the Customers report are both fairly long, print areas were set to print out only the first three pages. If you want to print all pages of either of these worksheets, click the worksheet, point to Print Area on the File menu, and then click Clear Print Area.
Example reports in this workbook

The PivotTable reports in this workbook were all based on the first report, Customers!PivotTable1. When you create several reports from the same source data in the same workbook, basing them all on one report minimizes the size of the workbook and the amount of memory used when you open it. The reports all behave independently, however: you can refresh, format, and change the layout of each report separately.
The example reports in this workbook are formatted using the Report 5 format. Use the Format Report command on the PivotTable toolbar to apply this format to your own reports. When you click a report in this workbook, the PivotTable toolbar and the PivotTable Field List window should appear. If not, right-click any toolbar and then click PivotTable to display the toolbar, and then click the Show Field List button at the right end of the toolbar to display the field list.

Source data contains the original source records that provide the data values for the reports. Customers analyzes which products each customer buys according to the quarter when they purchase.
Top 2 Products lists the two most popular products for each customer.

Top Q1 Customer finds the customer who purchased the most overall in the first quarter and lists the products that customer bought. Top 2 Customers lists the two biggest customers for each product. Chart contains a PivotChart report that represents the products and amounts purchased by the top three first-quarter customers graphically. The instructions for creating it are provided on a separate worksheet, the Chart Instructions sheet.
For more information Excel Help has further information about PivotTable and PivotChart reports. Ask the Excel Answer Wizard about PivotTable reports, or search for PivotTable or PivotChart report information on the Office Update Web site.

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Sample Customer Reports Workbook

Source Data

Product Alice Mutton Alice Mutton Alice Mutton Alice Mutton Alice Mutton Alice Mutton Alice Mutton Alice Mutton Alice Mutton Alice Mutton Alice Mutton Alice Mutton Alice Mutton Aniseed Syrup Aniseed Syrup Aniseed Syrup Aniseed Syrup Aniseed Syrup Aniseed Syrup Boston Crab Meat Boston Crab Meat Boston Crab Meat Boston Crab Meat Boston Crab Meat Boston Crab Meat Boston Crab Meat Boston Crab Meat Boston Crab Meat Boston Crab Meat Boston Crab Meat Boston Crab Meat Boston Crab Meat Boston Crab Meat Boston Crab Meat Boston Crab Meat Boston Crab Meat Boston Crab Meat Camembert Pierrot Camembert Pierrot Camembert Pierrot Camembert Pierrot Camembert Pierrot Camembert Pierrot Camembert Pierrot Camembert Pierrot Camembert Pierrot Camembert Pierrot Camembert Pierrot Camembert Pierrot Camembert Pierrot Camembert Pierrot Camembert Pierrot Camembert Pierrot Camembert Pierrot Camembert Pierrot Camembert Pierrot Carnarvon Tigers Carnarvon Tigers Carnarvon Tigers Carnarvon Tigers Carnarvon Tigers

Customer ANTON BERGS BOLID BOTTM ERNSH GODOS HUNGC PICCO RATTC REGGC SAVEA SEVES WHITC ALFKI BOTTM ERNSH LINOD QUICK VAFFE ANTON BERGS BONAP BOTTM BSBEV FRANS HILAA LAZYK LEHMS MAGAA OTTIK PERIC QUEEN QUICK RANCH SAVEA TRAIH VAFFE ANATR AROUT BERGS BOTTM CHOPS FAMIA FRANK FURIB GOURL LEHMS MEREP OTTIK QUEEN QUICK RICAR RICSU SAVEA WARTH WOLZA BLONP BONAP FOLIG HANAR HUNGO

Qtr 1 $312.00

Qtr 2 $702.00

Qtr 3

Qtr 4 Source data for PivotTable reports $1,170.00 The data to the left was used to create the reports in this workbook. If you scan through this source data, you'll notice that it's difficult to see the trends and results, even if you sort or filter the data. There are just too many records to analyze at a glance. Compared with the large databases your company may have available, or you may have found on the Internet, this 948-row list is fairly short and simple. Excel can retrieve much larger amounts of data than this, and PivotTable reports are one of the best Excel tools for extracting the significance from a large, detailed data set. The data is organized in list format, similar to how a query returns database records: each column contains similar data, the columns have headings in the first row, and the list isn't interrupted by any blank rows or columns (although blank cells within the data are OK). To see how PivotTable reports can summarize this data in a flash, view the sheets in this workbook in sequence from left to right.

$1,170.00 $1,123.20 $280.80 $62.40 $1,560.00 $592.80 $936.00

$2,607.15

$3,900.00 $877.50

$741.00 $789.75 $780.00 $60.00 $200.00 $180.00

$544.00 $600.00 $140.00 $165.60 $920.00 $248.40 $551.25 $147.00 $18.40 $92.00 $1,104.00 $147.00 $515.20 $55.20 $368.00 $308.70 $26.46 $294.00 $772.80 $36.80 $294.00 $340.00 $510.00 $680.00 $1,700.00 $323.00 $346.80 $612.00 $544.00 $340.00 $892.50 $2,261.00 $1,020.00 $510.00 $2,427.60 $1,776.50 $1,088.00 $1,550.40 $2,380.00 $693.60 $510.00 $956.25 $1,500.00 $3,125.00 $1,875.00 $1,250.00 $1,406.25 $736.00 $736.00 $419.52 $1,223.60 $110.40

$524.40

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Sample Customer Reports Workbook

Source Data

Product Customer Carnarvon Tigers LETSS Carnarvon Tigers QUICK Carnarvon Tigers SANTG Carnarvon Tigers SPLIR Carnarvon Tigers WELLI Chai BERGS Chai BLONP Chai DUMON Chai HUNGO Chai LAMAI Chai LEHMS Chai LINOD Chai MEREP Chai NORTS Chai PRINI Chai QUEEN Chai QUICK Chai SAVEA Chai TORTU Chai WARTH Chai WOLZA Chang AROUT Chang CONSH Chang FOLKO Chang HILAA Chang LAMAI Chang LINOD Chang OTTIK Chang QUICK Chang RICAR Chang SAVEA Chang VICTE Chang WANDK Chang WHITC Chang WOLZA Chartreuse verte ALFKI Chartreuse verte BERGS Chartreuse verte BLAUS Chartreuse verte ERNSH Chartreuse verte FOLKO Chartreuse verte HUNGO Chartreuse verte MAGAA Chartreuse verte OTTIK Chartreuse verte PRINI Chartreuse verte QUEDE Chartreuse verte TRAIH Chartreuse verte WARTH Chef Anton's Cajun Seasoning BERGS Chef Anton's Cajun Seasoning BONAP Chef Anton's Cajun Seasoning EASTC Chef Anton's Cajun Seasoning FOLKO Chef Anton's Cajun Seasoning FURIB Chef Anton's Cajun Seasoning MAGAA Chef Anton's Cajun Seasoning QUEEN Chef Anton's Cajun Seasoning QUICK Chef Anton's Cajun Seasoning TRADH Chef Anton's Cajun Seasoning WARTH Chef Anton's Gumbo Mix MAGAA Chef Anton's Gumbo Mix THEBI Chocolade ANTON Chocolade AROUT

Qtr 1

Qtr 2

Qtr 4 $562.50 $2,000.00 $1,500.00 $500.00 $1,050.00 $225.00 $472.50 $450.00 $54.00 $202.50

Qtr 3

$345.60 $576.00 $900.00 $360.00 $144.00 $216.00 $144.00 $540.00 $72.00 $180.00 $122.40 $108.00 $228.00 $152.00 $95.00 $950.00 $270.75 $273.60 $760.00 $912.00 $380.00 $581.40 $541.50 $516.80 $228.00 $190.00 $283.50 $324.00 $90.00 $190.00 $484.50 $285.00

$86.40

$2,106.00 $288.00 $43.20 $30.60 $180.00 $216.00 $360.00 $180.00 $288.00 $237.60 $935.00 $550.00 $1,045.00 $225.28 $198.00 $132.00 $990.00 $352.00 $550.00 $288.22 $85.40 $162.56 $137.70

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Sample Customer Reports Workbook

Source Data

Product Chocolade Chocolade Chocolade Cte de Blaye Cte de Blaye Cte de Blaye Cte de Blaye Cte de Blaye Cte de Blaye Cte de Blaye Cte de Blaye Cte de Blaye Escargots de Bourgogne Escargots de Bourgogne Escargots de Bourgogne Escargots de Bourgogne Escargots de Bourgogne Escargots de Bourgogne Escargots de Bourgogne Filo Mix Filo Mix Filo Mix Filo Mix Filo Mix Filo Mix Filo Mix Filo Mix Filo Mix Filo Mix Filo Mix Filo Mix Filo Mix Filo Mix Fltemysost Fltemysost Fltemysost Fltemysost Fltemysost Fltemysost Fltemysost Fltemysost Fltemysost Fltemysost Fltemysost Fltemysost Fltemysost Fltemysost Fltemysost Fltemysost Geitost Geitost Geitost Geitost Geitost Geitost Geitost Geitost Geitost Geitost Geitost Geitost

Customer ERNSH FURIB QUEEN BERGS GREAL HANAR MEREP QUICK RATTC SIMOB THEBI TORTU FRANK HUNGO LINOD OLDWO RICSU SAVEA WARTH AROUT BERGS BLONP DUMON FAMIA LAUGB NORTS OLDWO REGGC RICAR RICSU TOMSP VAFFE VINET AROUT BERGS BONAP ERNSH GREAL HANAR HUNGO ISLAT MEREP OTTIK QUEDE RATTC RICAR SAVEA SUPRD WARTH ANTON BOTTM BSBEV FAMIA GREAL HUNGC ISLAT LAMAI LEHMS QUICK REGGC SAVEA

Qtr 1 $606.90

Qtr 2

Qtr 3 $68.85

Qtr 4

$306.00 $3,557.25 $3,754.87 $948.60 $8,263.36 $7,905.00 $6,324.00 ###### $2,635.00 $3,952.50 $397.50 $519.40 $298.13 $397.50 $265.00 $119.25 $79.50 $210.00 $112.00 $63.00 $28.00 $35.00 $42.00 $168.00 $23.80 $490.00 $420.00 $75.60 $99.75 $126.00 $258.00 $688.00 $240.80 $306.37 $174.15 $206.40 $258.00 $172.00 $1,032.00 $34.40 $860.00 $516.00 $92.00 $98.00 $37.50 $100.00 $16.00 $40.00 $24.00 $32.00 $75.00 $34.00 $45.00 $110.00 $193.50 $1,032.00 $483.75 $322.50 $306.37 $365.50 $645.00 $344.00 $56.00 $175.00 $1,317.50

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Sample Customer Reports Workbook

Customers

Customer ALFKI

Product Aniseed Syrup Chartreuse verte Lakkalikri Rssle Sauerkraut Spegesild Vegie-spread

Qtr 1

Qtr 2

Qtr 3

Qtr 4 $60 Analyzing customer buying patterns This report lists the products bought by each customer. You can easily see their spending patterns across the four quarters. When you first drag the fields Qtr1 through Qtr 4 to the data area, Excel uses the Count summary function instead of adding up the amounts. In the source data, you'll notice many blank cells in the columns for the quarters. When the data in a field includes blanks and other values that aren't numbers, Excel initially uses Count to summarize the data. You can easily change the fields to total the amounts instead of counting: double-click the field and click Sum under Summarize by.

$284 $270 $513 $18 $815 $878 $1,208

ALFKI Total ANATR Camembert Pierrot Mascarpone Fabioli Singaporean Hokkien Fried Mee Tofu ANATR Total ANTON Alice Mutton Boston Crab Meat Chocolade Geitost Gumbr Gummibrchen Ipoh Coffee Louisiana Hot Spiced Okra Perth Pasties Queso Cabrales Raclette Courdavault Ravioli Angelo Rhnbru Klosterbier Sasquatch Ale ANTON Total AROUT Camembert Pierrot Chang Chocolade Filo Mix Fltemysost Gorgonzola Telino Gustaf's Knckebrd Jack's New England Clam Chowder Manjimup Dried Apples Outback Lager Pt chinois Perth Pasties Ravioli Angelo Rd Kaviar Spegesild Zaanse koeken AROUT Total BERGS Alice Mutton Boston Crab Meat Camembert Pierrot Chai Chartreuse verte Chef Anton's Cajun Seasoning Cte de Blaye $312 $920 $702 $166 $163

$340 $320 $70 $70 $480

$320

$92 $796 $587 $68 $820 $945 $743 $88 $233 $560 $4,772 $1,189

$510 $228 $138 $210 $56 $258 $625 $84 $135 $357 $504 $590 $780 $45 $319 $408 $238 $2,143 $3,856

$1,060 $270

$680 $473 $86 $324 $238 $3,557

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Sample Customer Reports Workbook

Customers

Customer BERGS

Product Filo Mix Fltemysost Gumbr Gummibrchen Ikura Ipoh Coffee Jack's New England Clam Chowder Mascarpone Fabioli Nord-Ost Matjeshering Pavlova Perth Pasties Rhnbru Klosterbier Rssle Sauerkraut Steeleye Stout Tofu Tourtire

Qtr 1

Qtr 2

Qtr 3 $688

Qtr 4 $175

$374 $62 $2,760 $231 $288 $259 $188 $394 $105 $912 $115 $372 $89 $1,207 $112 $4,694 $40 $5,921 $2,028 $97

BERGS Total BLAUS Chartreuse verte Lakkalikri Queso Cabrales Ravioli Angelo Rssle Sauerkraut Sir Rodney's Scones Tourtire BLAUS Total BLONP

$90 $252 $294 $78 $137 $80 $149 $616 $464

Carnarvon Tigers Chai Filo Mix $112 Gnocchi di nonna Alice $1,094 Gorgonzola Telino Ikura $347 Jack's New England Clam Chowder Lakkalikri Pt chinois Queso Cabrales Raclette Courdavault Rhnbru Klosterbier $134 Spegesild $48 Tarte au sucre $1,379 Wimmers gute Semmelkndel $718 BLONP Total $3,833 BOLID Alice Mutton Thringer Rostbratwurst BOLID Total BONAP Boston Crab Meat Carnarvon Tigers Chef Anton's Cajun Seasoning Fltemysost Gnocchi di nonna Alice Gorgonzola Telino Gudbrandsdalsost Ikura

$956 $450

$594 $110 $180 $410 $625 $660

$2,875

$1,110

$1,170 $1,857 $3,027

$248 $1,500 $935

$524

$645 $855 $36 $675 $651

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Sample Customer Reports Workbook

Customers

Customer BONAP

Product Inlagd Sill Lakkalikri Louisiana Fiery Hot Pepper Sauce Manjimup Dried Apples Northwoods Cranberry Sauce Pavlova Ravioli Angelo Singaporean Hokkien Fried Mee Tunnbrd Uncle Bob's Organic Dried Pears Wimmers gute Semmelkndel Zaanse koeken

Qtr 1

Qtr 2 $570

Qtr 3

Qtr 4 $360 $200

$1,007 $340 $249 $205 $399 $108 $1,275 $213 $1,821 $3,368 $1,930 $214 $4,089

BONAP Total BOTTM

Alice Mutton $1,170 Aniseed Syrup Boston Crab Meat $551 Camembert Pierrot Geitost $98 Gula Malacca $496 Jack's New England Clam Chowder $154 Mozzarella di Giovanni NuNuCa Nu-Nougat-Creme Raclette Courdavault $1,021 Singaporean Hokkien Fried Mee Zaanse koeken $171 BOTTM Total $3,661 BSBEV Boston Crab Meat Geitost Gnocchi di nonna Alice Konbu Manjimup Dried Apples Maxilaku Mozzarella di Giovanni Outback Lager Ravioli Angelo Sir Rodney's Scones Steeleye Stout Tarte au sucre Uncle Bob's Organic Dried Pears BSBEV Total CACTU Gorgonzola Telino Jack's New England Clam Chowder Scottish Longbreads Steeleye Stout CACTU Total CHOPS Camembert Pierrot Gnocchi di nonna Alice Gudbrandsdalsost Ikura Konbu Manjimup Dried Apples $147

$200 $1,700

$1,218 $638 $213 $851 $3,118

$38 $608 $48 $127 $120 $35 $105 $117 $150 $360 $493 $720 $1,714 $972 $493

$112

$13 $97 $75 $54 $226

$13

$323 $1,520 $1,440 $471 $36 $1,511

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Sample Customer Reports Workbook

Top 2 Products

Customer ALFKI

Product Chartreuse verte Rssle Sauerkraut

Qtr 3 $284 $513 $797 Determining which products are most popular This report lists the two products each customer purchased the most of in the third quarter. Finding this information takes two steps. First, click the Product field, and use the Sort and Top 10 command on the PivotTable menu to display the products with the top two third quarter purchases. Then click the dropdown arrow in the Customer field, and hide the customers who made no third-quarter purchases.

ALFKI Total ANATR Camembert Pierrot Singaporean Hokkien Fried Mee ANATR Total ANTON Gumbr Gummibrchen Rhnbru Klosterbier ANTON Total BERGS Cte de Blaye Fltemysost BERGS Total BLAUS Chartreuse verte Queso Cabrales BLAUS Total BLONP Chai Raclette Courdavault BLONP Total BONAP Boston Crab Meat Manjimup Dried Apples BONAP Total DUMON Filo Mix Ikura DUMON Total ERNSH Gudbrandsdalsost Tarte au sucre ERNSH Total FAMIA Nord-Ost Matjeshering Perth Pasties FAMIA Total FOLIG Carnarvon Tigers Uncle Bob's Organic Dried Pears FOLIG Total FRANK Rd Kaviar Tofu FRANK Total

$340 $70 $410

$796 $233 $1,029

$3,557 $688 $4,245

$90 $294 $384

$450 $660 $1,110

$524 $1,007 $1,531

$63 $310 $373

$3,051 $3,352 $6,403

$777 $779 $1,556

$3,125 $1,050 $4,175

$750 $1,186 $1,936

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Sample Customer Reports Workbook

Top 2 Products

Customer FRANR

Product

Qtr 3

Louisiana Fiery Hot Pepper Sauce Tarte au sucre FRANR Total FURIB Gnocchi di nonna Alice Ikura FURIB Total GODOS Thringer Rostbratwurst Wimmers gute Semmelkndel GODOS Total GOURL Ikura Singaporean Hokkien Fried Mee GOURL Total GREAL Cte de Blaye Raclette Courdavault GREAL Total HANAR Carnarvon Tigers Inlagd Sill HANAR Total HILAA Boston Crab Meat Raclette Courdavault HILAA Total HUNGC Rd Kaviar Sir Rodney's Marmalade HUNGC Total HUNGO Mishi Kobe Niku Thringer Rostbratwurst HUNGO Total ISLAT Fltemysost Outback Lager ISLAT Total KOENE Lakkalikri Pt chinois KOENE Total LAMAI Inlagd Sill Rhnbru Klosterbier

$253 $493 $746

$388 $632 $1,020

$2,476 $299 $2,775

$620 $280 $900

$3,755 $1,403 $5,157

$1,250 $285 $1,535

$1,104 $1,925 $3,029

$450 $1,701 $2,151

$3,638 $1,238 $4,875

$323 $300 $623

$630 $274 $904

$299 $56

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Sample Customer Reports Workbook

Top 2 Products

Customer Product LAMAI Total LAUGB Filo Mix Guaran Fantstica LAUGB Total LEHMS Gudbrandsdalsost Sir Rodney's Marmalade LEHMS Total LINOD Louisiana Fiery Hot Pepper Sauce Mozzarella di Giovanni LINOD Total LONEP Lakkalikri Manjimup Dried Apples LONEP Total MAGAA Chef Anton's Gumbo Mix Gustaf's Knckebrd MAGAA Total MAISD Mozzarella di Giovanni Rssle Sauerkraut MAISD Total MEREP Camembert Pierrot Grandma's Boysenberry Spread MEREP Total OLDWO Pavlova Singaporean Hokkien Fried Mee OLDWO Total OTTIK Camembert Pierrot Zaanse koeken OTTIK Total PICCO Alice Mutton Gumbr Gummibrchen PICCO Total QUEDE Chartreuse verte Steeleye Stout QUEDE Total QUEEN Gnocchi di nonna Alice

Qtr 3 $355

$35 $23 $58

$576 $1,361 $1,937

$442 $2,088 $2,530

$180 $1,060 $1,240

$288 $840 $1,128

$522 $912 $1,434

$2,261 $1,750 $4,011

$654 $420 $1,074

$1,020 $380 $1,400

$936 $468 $1,404

$360 $360 $720

$2,166

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Sample Customer Reports Workbook

Top 2 Products

Customer Product QUEEN Outback Lager QUEEN Total QUICK Camembert Pierrot Carnarvon Tigers QUICK Total RATTC Fltemysost Schoggi Schokolade RATTC Total REGGC Filo Mix Jack's New England Clam Chowder REGGC Total RICAR Chang Gustaf's Knckebrd RICAR Total RICSU Louisiana Fiery Hot Pepper Sauce Thringer Rostbratwurst RICSU Total SAVEA Alice Mutton Queso Manchego La Pastora SAVEA Total SIMOB Inlagd Sill Sirop d'rable SIMOB Total THECR Rssle Sauerkraut Thringer Rostbratwurst THECR Total TORTU Gula Malacca Teatime Chocolate Biscuits TORTU Total TRADH Pt chinois Tarte au sucre TRADH Total VAFFE Tourtire Uncle Bob's Organic Dried Pears VAFFE Total WANDK

Qtr 3 $570 $2,736

$1,777 $2,000 $3,777

$194 $2,195 $2,389

$24 $154 $178

$380 $315 $695

$211 $4,456 $4,667

$3,900 $3,800 $7,700

$570 $456 $1,026

$456 $743 $1,199

$408 $64 $473

$384 $394 $778

$373 $300 $673

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Sample Customer Reports Workbook

Top 2 Products

Customer WANDK

Product Chang Gudbrandsdalsost WANDK Total WARTH Chef Anton's Cajun Seasoning Escargots de Bourgogne WARTH Total WELLI Ipoh Coffee Spegesild WELLI Total WHITC Rhnbru Klosterbier Vegie-spread WHITC Total WILMK Ipoh Coffee Pt chinois WILMK Total WOLZA Camembert Pierrot Chang WOLZA Total Grand Total

Qtr 3 $542 $540 $1,082

$550 $80 $630

$920 $227 $1,147

$186 $843 $1,029

$276 $120 $396

$510 $190 $700 $96,227

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Sample Customer Reports Workbook

Top Q1 Customer

Customer RATTC

Product Alice Mutton Cte de Blaye Fltemysost Gnocchi di nonna Alice Gorgonzola Telino Lakkalikri Louisiana Fiery Hot Pepper Sauce Nord-Ost Matjeshering NuNuCa Nu-Nougat-Creme Pt chinois Perth Pasties Raclette Courdavault Rhnbru Klosterbier Schoggi Schokolade Wimmers gute Semmelkndel

Qtr 1

Determining which customer bought the most product Finding the biggest customer for a quarter is easy: click the Customer field, and use the Sort and Top 10 command on the PivotTable menu to show the top 1 customer for the first quarter. If you had previously used the dropdown list for the Customer field to hide some customers, when you set the Top 10 AutoShow options, Excel omits the hidden items from the calculations. For example, if you hide customer RATTC and then find the top customer for the first quarter, the result will be a different customer, not RATTC.

$6,324 $1,032 $2,128

$336 $373

$734 $2,640

RATTC Total Grand Total

$798 $14,364 $14,364

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Sample Customer Reports Workbook

Top 2 Customers

Product Alice Mutton

Customer BOLID ERNSH

Qtr 4 $1,170 $2,607 $3,777 Determining which customers purchase the most of each product By rearranging the row fields so that Product is an outer row field and Customer is an inner row field, and using the Sort and Top 10 command on the PivotTable menu, you can easily find the top two customers for each product. To make the report easier to read, use the dropdown arrow in the Product field to hide the products that didn't have any sales in the fourth quarter.

Alice Mutton Total Aniseed Syrup BOTTM ERNSH Aniseed Syrup Total Boston Crab Meat SAVEA VAFFE Boston Crab Meat Total Carnarvon Tigers FOLIG QUICK Carnarvon Tigers Total Chai LINOD QUICK Chai Total Chang OTTIK SAVEA Chang Total Chartreuse verte ERNSH FOLKO Chartreuse verte Total Chef Anton's Cajun Seasoning EASTC QUEEN Chef Anton's Cajun Seasoning Total Chef Anton's Gumbo Mix MAGAA THEBI Chef Anton's Gumbo Mix Total Cte de Blaye HANAR THEBI Cte de Blaye Total Escargots de Bourgogne LINOD SAVEA Escargots de Bourgogne Total Filo Mix BERGS RICSU Filo Mix Total

$200 $180 $380

$736 $736 $1,472

$1,875 $1,500 $3,375

$900 $540 $1,440

$760 $485 $1,245

$2,106 $288 $2,394

$550 $132 $682

$85 $85

$1,318 $2,635 $3,953

$298 $119 $417

$175 $420 $595

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Sample Customer Reports Workbook

Top 2 Customers

Product Fltemysost

Customer

Qtr 4

BONAP SAVEA Fltemysost Total Gnocchi di nonna Alice FOLKO SAVEA Gnocchi di nonna Alice Total Gudbrandsdalsost CHOPS PICCO Gudbrandsdalsost Total Gula Malacca HILAA QUICK Gula Malacca Total Gumbr Gummibrchen RICSU SAVEA Gumbr Gummibrchen Total Gustaf's Knckebrd AROUT FOLIG Gustaf's Knckebrd Total Ikura BONAP SEVES Ikura Total Inlagd Sill KOENE MAGAA Inlagd Sill Total Ipoh Coffee OLDWO QUICK Ipoh Coffee Total Jack's New England Clam Chowder PICCO SAVEA Jack's New England Clam Chowder Total Konbu CHOPS KOENE Konbu Total Longlife Tofu VICTE WARTH

$645 $1,032 $1,677

$2,280 $1,577 $3,857

$1,440 $1,080 $2,520

$195 $1,702 $1,896

$962 $937 $1,899

$84 $126 $210

$651 $1,116 $1,767

$760 $570 $1,330

$1,104 $1,840 $2,944

$338 $405 $743

$36 $102 $138

$113 $350

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Sample Customer Reports Workbook

Top 2 Customers

Product Longlife Tofu Total Louisiana Fiery Hot Pepper Sauce

Customer

Qtr 4 $463

ERNSH QUICK Louisiana Fiery Hot Pepper Sauce Total Manjimup Dried Apples CHOPS ERNSH Manjimup Dried Apples Total Mascarpone Fabioli ANATR HILAA Mascarpone Fabioli Total Mozzarella di Giovanni BOTTM MAGAA Mozzarella di Giovanni Total Nord-Ost Matjeshering QUEEN RICSU Nord-Ost Matjeshering Total Northwoods Cranberry Sauce GOURL QUEEN Northwoods Cranberry Sauce Total NuNuCa Nu-Nougat-Creme RATTC WELLI NuNuCa Nu-Nougat-Creme Total Original Frankfurter grne Soe HANAR LILAS Original Frankfurter grne Soe Total Outback Lager QUICK RICSU Outback Lager Total Pt chinois AROUT SIMOB Pt chinois Total Perth Pasties HUNGO SAVEA Perth Pasties Total Queso Cabrales DRACD

$1,300 $1,516 $2,815

$1,511 $6,042 $7,553

$320 $128 $448

$1,218 $887 $2,105

$699 $777 $1,476

$1,600 $960 $2,560

$368 $200 $567

$293 $195 $488

$750 $600 $1,350

$504 $1,080 $1,584

$93 $3,936 $4,029

$420

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Sample Customer Reports Workbook

Top 2 Customers

Product Queso Cabrales Queso Cabrales Total Queso Manchego La Pastora

Customer SEVES

Qtr 4 $945 $1,365

KOENE WILMK Queso Manchego La Pastora Total Raclette Courdavault HUNGO QUICK Raclette Courdavault Total Ravioli Angelo AROUT BONAP Ravioli Angelo Total Rhnbru Klosterbier QUICK SAVEA Rhnbru Klosterbier Total Rd Kaviar FOLKO RICSU Rd Kaviar Total Rgede sild SAVEA WARTH Rgede sild Total Rssle Sauerkraut SEVES VAFFE Rssle Sauerkraut Total Sasquatch Ale SAVEA VAFFE Sasquatch Ale Total Scottish Longbreads OTTIK SAVEA Scottish Longbreads Total Singaporean Hokkien Fried Mee CHOPS GOURL Singaporean Hokkien Fried Mee Total Sir Rodney's Scones CHOPS FOLIG Sir Rodney's Scones Total Sirop d'rable

$1,368 $152 $1,520

$1,964 $3,850 $5,814

$780 $205 $985

$295 $326 $620

$525 $225 $750

$1,045 $323 $1,368

$1,094 $2,462 $3,557

$554 $196 $750

$500 $963 $1,463

$392 $224 $616

$380 $400 $780

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Sample Customer Reports Workbook

Top 2 Customers

Product Sirop d'rable Sirop d'rable Total Spegesild

Customer LETSS VAFFE

Qtr 4 $513 $570 $1,083

AROUT SAVEA Spegesild Total Steeleye Stout QUEDE WHITC Steeleye Stout Total Tarte au sucre QUICK SAVEA Tarte au sucre Total Teatime Chocolate Biscuits QUICK WELLI Teatime Chocolate Biscuits Total Thringer Rostbratwurst LAMAI QUICK Thringer Rostbratwurst Total Tofu BERGS QUEDE Tofu Total Tourtire LETSS WHITC Tourtire Total Uncle Bob's Organic Dried Pears OTTIK QUICK Uncle Bob's Organic Dried Pears Total Valkoinen suklaa LINOD RICSU Valkoinen suklaa Total Vegie-spread ALFKI FOLIG Vegie-spread Total Wimmers gute Semmelkndel HILAA SAVEA Wimmers gute Semmelkndel Total

$319 $288 $607

$378 $504 $882

$2,366 $1,479 $3,845

$437 $210 $647

$2,352 $4,952 $7,304

$372 $279 $651

$224 $380 $603

$1,050 $2,700 $3,750

$650 $293 $943

$878 $1,317 $2,195

$931 $798 $1,729

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Sample Customer Reports Workbook

Top 2 Customers

Product Zaanse koeken

Customer FOLKO SAVEA

Qtr 4 $285 $356 $641 $108,701

Zaanse koeken Total Grand Total

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3000

Product 2500

Page 20
2000 1500 1000 Sum of Qtr 1 500 0 Fltemysost Gnocchi di nonna Alice Gula Malacca Perth Pasties Raclette Courdavault Sirop d'rable Thringer Rostbratwurst Vegie-spread Wimmers gute Semmelkndel ERNSH RATTC SAVEA Customer
SAVEA RATTC ERNSH

Sample Customer Reports Workbook Chart

Sample Customer Reports Workbook

Chart Instructions

PivotChart Report on the Chart Sheet

The chart on the Chart sheet is a PivotChart report that provides a graphical representation of the summarized data used in the PivotTable reports in this workbook. A PivotChart report has many features similar to a PivotTable report: you can change the layout, sort, filter, and group the data. To create a PivotChart report, run the PivotTable and PivotChart Report wizard, in step 1 select PivotChart (with PivotTable), and then complete the steps of the wizard as you would for a PivotTable report. Or, if you already have a PivotTable report that you want to chart, click the report and then click the Chart Wizard button on the PivotTable toolbar. A PivotChart report always has a dependency on a PivotTable report that provides the data to be charted, called the associated PivotTable report. When you make changes to a PivotChart report, its associated PivotTable report reflects the changes. To allow you to make changes to the example PivotChart report without affecting any of the example PivotTable reports, the PivotChart report was created independently from the source data. The associated PivotTable report for the example is hidden. If you want to see it, point to Sheet on the Format menu, click Unhide, and then click Data for Chart. A new PivotChart report always appears on a separate chart sheet, because PivotChart reports tend to include lots of data and therefore usually need plenty of space. You can easily move a PivotChart report onto a worksheet, for example to put it on the same worksheet as its associated PivotTable report. Just click the chart and click Location on the Chart menu. You can use most of the chart type, formatting, and options available for regular charts to customize a PivotChart report. For more information, ask the Excel Answer Wizard about PivotChart reports.

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